Apple shares owned by Pacific Capital Wealth Advisors
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Pacific Capital Wealth Advisors
from 13F filings
Historical chart of Pacific Capital Wealth Advisors investment in Apple
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Quarterly reported holdings in Apple by Pacific Capital Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $8.9M | 38k | 233.00 |
| 2024-06-30 | $8.0M | 38k | 210.62 |
| 2024-03-31 | $5.8M | 34k | 171.48 |
| 2023-12-31 | $6.5M | 34k | 192.53 |
| 2023-09-30 | $5.8M | 34k | 171.21 |
| 2023-06-30 | $6.6M | 34k | 193.97 |
| 2023-03-31 | $5.6M | 34k | 164.90 |
| 2022-12-31 | $3.2M | 25k | 129.93 |
| 2022-09-30 | $4.0M | 29k | 138.22 |
| 2022-06-30 | $4.0M | 30k | 136.72 |
| 2022-03-31 | $5.1M | 29k | 174.62 |
| 2021-12-31 | $5.4M | 30k | 177.58 |
| 2021-09-30 | $4.4M | 31k | 141.50 |
| 2021-06-30 | $1.9M | 14k | 136.96 |
| 2021-03-31 | $1.9M | 16k | 122.16 |
| 2020-12-31 | $1.6M | 12k | 132.70 |
| 2020-09-30 | $1.4M | 12k | 115.84 |
| 2020-06-30 | $973k | 2.7k | 364.83 |
| 2020-03-31 | $681k | 2.7k | 254.10 |
| 2019-12-31 | $800k | 2.7k | 293.47 |
More positions owned by Pacific Capital Wealth Advisors
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